UMH Properties
164 hedge funds and large institutions have $721M invested in UMH Properties in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 14 closing their positions.
326% more call options, than puts
Call options by funds: $1.93M | Put options by funds: $454K
53% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 45
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
6% more capital invested
Capital invested by funds: $680M → $721M (+$40.8M)
3% more funds holding
Funds holding: 159 → 164 (+5)
0.16% less ownership
Funds ownership: 66.61% → 66.44% (-0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$42.5M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$11.3M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$7.21M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.58M |
| 5 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
+$4.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$9.4M |
| 2 |
Millennium Management
New York
|
-$9.4M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$7.46M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.11M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$2.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Acadian Asset Management
Boston,
Massachusetts
| – | -$39K | -1,803 | Closed |
|
|
PAM
177
Panagora Asset Management
Boston,
Massachusetts
| – | -$8K | -363 | Closed |
|
|
HI
178
Harbour Investments
Madison,
Wisconsin
| – | -$23 | -1 | -9% |
|
UMH Hedge Fund Activity: Q3 2021 in Review
164 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2021, worth a combined $721M — up 6% from $680M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new UMH positions and 14 closed out — a net gain of 7 holders — while 69 added to existing stakes and 45 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $42.5M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $9.4M.
- 164 institutional investors held UMH Properties (UMH) as of Q3 2021, up from 159 in Q2 2021.
- Funds reported $721M of UMH Properties stock for Q3 2021, up 6% quarter-over-quarter.
- 21 funds opened new UMH Properties positions in Q3 2021 and 14 closed out, a net change of +7 holders.
- The largest UMH Properties buyer in Q3 2021 was William Blair Investment Management, an estimated $42.5M added.
- The largest UMH Properties seller in Q3 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $9.4M sold.
Based on aggregated 13F filings for Q3 2021.